High Probability Advisors, LLC is a mid-sized advisory firm based in Pittsford. It manages $50.59 million of regulatory assets for 64 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, New York, and Texas.
High Probability Advisors provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of High Probability Advisors, LLC is $50.59 million. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay High Probability Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of High Probability Advisors is high net worth individuals with 49 clients and $50.59 million of assets under management. Among the 5 most similar advisory firms, High Probability Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $50.59 million for 49 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
High Probability Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Edward Jones has served as the Chief Investment Officer since 1 Oct 2017. Llc Jones Carl Group joined the executive team most recently as the Owner.
The principal office where High Probability Advisors, LLC performs its advisory services is located at 110 Office Park Way,, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-485-0135 or by fax 585-248-8334. The normal business hours are 9 am to 5 pm on Monday - Friday.